Create value by investing in listed assets
OUR MANAGEMENT STYLE
The Finance department contributes to the value creation objectives by building and managing a highly diversified portfolio of listed assets. This portfolio aims to be resilient to cyclical ups and downs by targeting themes of superior growth and profitability that are sustainable and create value over the long term. The objective is to adapt the portfolio to the forces that are reshaping the global economy and to decorrelate it from cyclical shocks by favoring disruptive themes rather than geographical lines, while maintaining a defensive investment base.
Our investment philosophy
Strategic defensive allocation
Absolute performance objective– No benchmarks, no relative performance, no obligation to invest
Investments of conviction – Themes of sustainable and non-cyclical growth, opportunistic management
High diversification – Within asset classes and across management styles
Multiple investment vehicles – Funds, direct lines, ETFs, futures
Active global risk management – Internal monitoring of portfolio risk
Team
Meet the Après-demain Finance team
Samuel Moulin
Director, Finance Department & Chief Investment Officer
Guy Voegeli
Associate Director, Cash Management & Forex